Settings and activity
1280 results found
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91 votes
Really appreciate those who’ve taken the time to share how this’d help in your day-to-day. We know being able to filter a Profit & Loss report by project would make it easier to understand how your jobs are performing.
Right now, the best workaround is to export your data and make adjustments for this in Excel, but we get that it adds extra steps.
There’s also the Profitability dashboard feature in Xero Projects, which gives a quick view of how each job is tracking, and may be helpful.
We’ll keep an active eye on the interest this idea continues to build through votes, but do want to be transparent that this is not in our roadmap for the foreseeable future. Thanks again for your input through Xero product ideas.
Freya Pieroz
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130 votesFreya Pieroz
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5 votesFreya Pieroz
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36 votes
An error occurred while saving the comment Freya Pieroz
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9 votes
An error occurred while saving the comment Freya Pieroz
commented
Today I was searching for a particular search term ("ACT Payroll Tax" except all lower case because it won't let me enter capitals), and you can see the result in my screenshot. I am in a contact, with the exact search terms listed as the first three words of the reference of every transaction in that contact. But not a single one shows up as a result of the search, nor does a different contact whose name includes those three words in the name ("ACT Revenue Office - Payroll Tax").
This is very suboptimal.
An error occurred while saving the comment Freya Pieroz
commented
I say that about entering a space after the exact term because I believe that enabling part-matches as an option when exact matches cannot be found would mean that the exact matches that currently cannot be found for whatever reason will come under the category of part-matches and will be found.
An error occurred while saving the comment Freya Pieroz
commented
I often find that the only way to get the Contact I'm looking for - even if I know the exact name - is to add a space on the end. You can see in the attached screenshots from multiple different clients that searching couldn't find the Contact, only the bills, and while I can get to the Contact via the bills, I'd much rather click straight to the Contact that was the reason I'm searching.
Freya Pieroz
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55 votes
An error occurred while saving the comment Freya Pieroz
commented
I've got a client whose old purchase orders I'm going through and cleaning up. I very much doubt that the purchase order from 2019 will ever get fulfilled, but it's not been delivered nor billed nor paid for, so marking it as billed is a lie, and I don't want to delete it because that erases it from existence in the history and of this supplier and the audit trail of my client. I doubt my client wants to forget that this particular supplier can be flaky!
Being able to mark an old purchase order as 'expired' or archive it would keep the history and audit trail.
Freya Pieroz
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7 votesFreya Pieroz
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12 votesFreya Pieroz
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4 votes
Thanks for your patience, it’s been a little while since you raised this idea, so we wanted to check in. We can see this idea has been steadily gaining support. Our product team are keeping an eye on this idea and we will continue to share updates as things evolve.
Freya Pieroz
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151 votesFreya Pieroz
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31 votesFreya Pieroz
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93 votes
Thanks everyone. We appreciate the thinking behind wanting to restrict which earnings rates employees can choose when they fill out a timesheet.
Since this idea was first raised we’ve made a small update - You can now assign earnings rates to employees and these'll appear first in the Xero Me app when an employee enters a timesheet. Just a heads-up that any other earnings rates will still show underneath and can still be selected.
As we continue to develop Xero Payroll in Australia this is something our product team have been keeping a close eye on. We’re planning work that’d let employees select only the earnings types in their Pay Template or the default rate from their employee record.
When this work moves forward I’ll come back here and share an update with you all. 🙂
Freya Pieroz
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11 votesFreya Pieroz
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8 votes
Hi Dylan, the team have looked into your idea here and the behaviour you're describing isn't expected and does appear to be more of an issue than idea.
If possible could you please raise a case with our team of specialists at Support and we can take a deeper dive into this with you to work out what's going on. Thanks!
Freya Pieroz
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6 votesFreya Pieroz
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3 votesFreya Pieroz
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12 votesFreya Pieroz
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4 votesFreya Pieroz
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263 votes
Hi everyone, we appreciate your support and feedback for having a Repeating Invoices Report.
We know that not having a dedicated report for your repeating invoices can present limitations when trying to forecast sales.
As noted by others in the idea, while not a complete solution there is the Receivable invoice detail report, that will provide results for invoices that have already generated from a repeat invoice template. There is also Short term cashflow predictions in Xero Analytics Plus that can predict recurring cash transactions based on the past 3 months reconciliations.
For more comprehensive forecasting, some users have found third-party apps that integrate with Xero to be helpful - You can view the full suite of official apps on our Xero App store.
While we understand these aren't ideal long-term solutions, I want to let you know that there's no work currently planned to develop a specific…
Freya Pieroz
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14 votesFreya Pieroz
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I wonder if this could be integrated with a credit request form?
In any case, it would also be pretty cool to be able to send a message once a year with "Have your details changed in the last year? If yes, please use this link to update, if no please ignore/click this other button" - people often forget to update you when their details change, but if you make it easy for them, you're more likely to have the right info when you need it.